Create site-visit requests from lead forms with intake notes
Create site-visit requests from lead forms with intake notes
Your lead forms often miss contact or site details, stalling scheduling and crew dispatch. You get complete work requests and intake notes so visits are booked same day.
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Overview
Stop letting inbound lead forms sit in your inbox while crews wait for direction. This flow turns each qualified form into a work request with intake notes so schedulers can book visits and crews mobilize same day.